FB Financial Corp: which funds bought and sold

Institutions that bought and sold FB Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 152 institutions that filed 13F reports for both quarters added to or opened positions in FB Financial, and 107 cut or closed them. Together they added a net 719K shares, +1.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 663K shares (−4.9%); index fund managers were net buyers of 754K shares (+5.6%). 39 opened a new position and 26 sold out entirely.

Bought, Q2 2026 152 institutions, 39 of them new holders Sold, Q2 2026 107 institutions, 26 of them sold out

Net change, all compared +719K shares (+1.8%)

Net change, active managers −663K shares (−4.9%), 24 bought, 16 sold

Buyers versus sellers

institutions compared, 313

152 bought 54 107 sold

Active managers and hedge funds 24 bought · 16 sold · −663K

Index fund managers 8 bought · 3 sold · +754K

Other institutions 120 bought · 88 sold · +628K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+465K +3286.4%	479K	$26.5M
Vanguard Capital Management LLC Index funds	+268K +14.2%	2.2M	$119M
State Street Corp Index funds	+184K +8.1%	2.4M	$136M
Blackrock, Inc. Index funds	+177K +2.9%	6.3M	$349M
Goldman Sachs Group Inc	+151K +22.6%	819K	$45.3M
Morgan Stanley	+136K +27.3%	635K	$35.1M
Endeavour Capital Advisors Inc	+115K +1635.0%	122K	$6.7M
Two Sigma Investments, LP Hedge fund	+113K +40.8%	390K	$21.6M
Franklin Resources Inc Active manager	+113K +22.8%	607K	$33.6M
Gw&K Investment Management, LLC	+112K +31.9%	463K	$25.6M
Millennium Management LLC Hedge fund	+111K +185.5%	170K	$9.4M
Tributary Capital Management, LLC	+93K +33.5%	370K	$20.5M
Point72 Asset Management, L.P. Hedge fund	+69K New position	69K	$3.8M
Penn Capital Management Company, LLC Active manager	+68K +21.2%	387K	$21.5M
Jpmorgan Chase & Co	+57K +69.1%	140K	$7.8M
Quantinno Capital Management LP	+53K +190.0%	81K	$4.5M
Geode Capital Management, LLC Index funds	+51K +4.9%	1.1M	$60.4M
Vanguard Portfolio Management LLC Index funds	+47K +5.9%	836K	$46.3M
Invesco Ltd.	+45K +40.1%	157K	$8.7M
Woodmont Investment Counsel LLC	+42K New position	42K	$2.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+465K +3286.4%	479K	$26.5M
Two Sigma Investments, LP Hedge fund	+113K +40.8%	390K	$21.6M
Franklin Resources Inc Active manager	+113K +22.8%	607K	$33.6M
Millennium Management LLC Hedge fund	+111K +185.5%	170K	$9.4M
Point72 Asset Management, L.P. Hedge fund	+69K New position	69K	$3.8M
Penn Capital Management Company, LLC Active manager	+68K +21.2%	387K	$21.5M
Qube Research & Technologies Ltd Hedge fund	+30K New position	30K	$1.6M
Schonfeld Strategic Advisors LLC Hedge fund	+27K New position	27K	$1.5M
D. E. Shaw & Co., Inc. Hedge fund	+24K +45.5%	75K	$4.2M
Westwood Holdings Group Inc Active manager	+22K +1.7%	1.3M	$71M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Deprince Race & Zollo Inc Active manager	−517K −49.9%	519K	$28.7M
North Reef Capital Management LP Hedge fund	−500K Sold out	0	—
William Blair Investment Management, LLC Active manager	−359K −49.8%	362K	$20M
Schroder Investment Management Group Active manager	−206K Sold out	0	—
Stieven Capital Advisors, L.P.	−107K Sold out	0	—
Nuveen, LLC	−84K −46.2%	98K	$5.4M
12Th Street Asset Management Company, LLC	−75K −30.2%	173K	$9.5M
Sei Investments Co	−67K −40.3%	99K	$5.5M
Wellington Management Group LLP Active manager	−60K −5.3%	1.1M	$59.2M
Russell Investments Group, Ltd.	−59K −29.4%	142K	$7.9M
Jacobs Levy Equity Management, Inc Active manager	−43K −48.3%	46K	$2.5M
Loomis Sayles & Co L P Active manager	−41K −4.5%	871K	$48.2M
Bank Of America Corp	−40K −5.4%	713K	$39.5M
Heartland Advisors Inc	−25K −13.3%	162K	$9M
Barclays PLC	−25K −64.6%	14K	$750,104
Mariner, LLC	−22K −68.4%	10K	$557,933
Ameriprise Financial Inc	−22K −7.9%	253K	$14M
M Holdings Securities, Inc.	−17K Sold out	0	—
Varcov Co.	−16K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−13K −51.2%	13K	$710,805

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Deprince Race & Zollo Inc Active manager	−517K −49.9%	519K	$28.7M
North Reef Capital Management LP Hedge fund	−500K Sold out	0	—
William Blair Investment Management, LLC Active manager	−359K −49.8%	362K	$20M
Schroder Investment Management Group Active manager	−206K Sold out	0	—
Wellington Management Group LLP Active manager	−60K −5.3%	1.1M	$59.2M
Jacobs Levy Equity Management, Inc Active manager	−43K −48.3%	46K	$2.5M
Loomis Sayles & Co L P Active manager	−41K −4.5%	871K	$48.2M
Squarepoint Ops LLC Hedge fund	−13K −51.2%	13K	$710,805
Frontier Capital Management Co LLC Active manager	−13K −1.9%	643K	$35.6M
Artemis Investment Management LLP Active manager	−12K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Point72 Asset Management, L.P.Hedge fund	69K	$3.8M
Woodmont Investment Counsel LLC	42K	$2.3M
Basswood Capital Management, L.L.C.	33K	$1.8M
Qube Research & Technologies LtdHedge fund	30K	$1.6M
Schonfeld Strategic Advisors LLCHedge fund	27K	$1.5M
Y-Intercept (Hong Kong) Ltd	27K	$1.5M
Entropy Technologies, LP	24K	$1.3M
Marietta Wealth Management, LLC	22K	$1.2M
Axxcess Wealth Management, LLC	15K	$846,744
Aquatic Capital Management LLC	13K	$733,941

Sold out

largest by value

Institution	Shares	Value March 31, 2026
North Reef Capital Management LPHedge fund	500K	$26M
Schroder Investment Management GroupActive manager	206K	$10.6M
Stieven Capital Advisors, L.P.	107K	$5.6M
M Holdings Securities, Inc.	17K	$908,000
Varcov Co.	16K	$846,155
Artemis Investment Management LLPActive manager	12K	$625,461
Mangrove Partners Im, LLCHedge fund	7,272	$377,708
Brevan Howard Capital Management LPHedge fund	6,250	$324,625
Fieldview Capital Management, LLC	5,935	$308,264
Hillsdale Investment Management Inc.	5,750	$298,655

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 292
Ten largest holders: 54.1%
Index fund managers: 35.0%
Active managers and hedge funds: 31.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	16	7	5	−663K	−4.9%
Index fund managers	8	3	0	0	+754K	+5.6%
Other institutions	120	88	32	21	+628K	+5.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on FB Financial.

Only managers that filed a holdings report for both quarters are compared (313 here). 8 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to FB Financial Corp · Insiders · Politicians